UG 002 – Strategies for Financial Success for Entrepreneurs and Small Business Owners

    CEO & Founder of The Wexus Group, Alan Weichselbaum, discusses how to leverage financial accounting systems to take your company to new heights.

    If you are like most entrepreneurs, you don’t spend a lot of time in finances. You are entrenched in the product or the service that your company offers, constantly trying to make it better and get more customers. Tracking expenses, costs and revenues,  seems to be either a waste of time or necessary evil. That’s why I interviewed Alan Weichselbaum, CEO & founder of The Wexus Group, LLC.  Alan is an “outside” CFO to many entrepreneurs around the country.  Entrepreneurs are constantly reaching out to understand how to leverage Alan’s financial systems’ knowledge so they can take their company to the next level. If you need to get your “financial house” in order, you don’t want to miss this show.


    • Alan’s journey from Wall Street to The Wexus Group, LLC (2:06)
    • Common financial issues that businesses and entrepreneurs struggle with  (5:35)
    • The most important thing business owners should do if they cannot afford to hire a CFO (10:00)
    • QuickBooks or Excel? How to get started (11:35)
    • How knowing the in-flow and out-flow of the cash in your life can help your business (18.40)
    • The importance of understanding the financial side of your business (20:40)
    • The information you need to know even when you outsource your finances (23:00)
    • What makes a company successful? Understanding the data and the facts (30:35)
    • Tips for making decisions in life and business  (36:22)
    • The characteristics of successful entrepreneurs (44:16)

    Possessing both a CPA and an MBA, Alan has almost 25 years of accounting and finance experience beginning as a staff accountant at Price Waterhouse. After receiving an MBA from New York University Stern School of Business, Alan spent three years at Philip Morris, in which he served as Manager of Financial Planning and Analysis.
    Over the past 15 years, he has worked on Wall Street in various capacities. Alan has been a research analyst, a partner in two hedge funds and the CEO and CFO of a small broker dealer. Throughout his career, he has focused on smaller companies that are at inflection points and has used his financial expertise to identify companies that will successfully navigate their transitional phases.

    Connect with Alan Weichselbaum:
    Alan’s LinkedIn Profile
    The Wexus Group, LLC

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